Create distribution records from intake files for clients
Create distribution records from intake files for clients
Your intake board file attachments arrive without structured metadata, delaying handoffs and causing missed client deliveries. Centralize files and create client board items for fast review same day.
Overview
Unstructured intake attachments stall content delivery and force manual handoffs. This workflow centralizes files into a searchable table and spins up client board items, so project managers and content coordinators can find and review assets the same day.